Previous Topic: Viewing the PPM Essentials Project Dashboard


Access Rights (PPM Essentials Accelerator)

This section contains the following topics:

Access Rights

Group Access Rights

Access Rights

The following access rights are included with the PPM Essentials Accelerator:

Status Report - Create

Allows you to create status reports. This includes the page navigation access right.

Type: Global

Status Report - Edit

Allows the user to edit specific status reports.

Type: Instance

Status Report - Edit All

Allows you to edit all status reports. This includes the page navigation access right.

Type: Global

Status Report - View

Allows the user to view specific status reports.

Type: Instance

Status Report - View All

Allows the user to view all status reports. This includes the page navigation access right.

Type: Global

Status Report - XOG Access

Allows the user to import and export status reports using the XML Open Gateway (XOG) interface.

Type: Global

Group Access Rights

The PPM Essentials Accelerator access groups are associated with a set of access rights.

PPM Essentials Demand Manager Group Access Rights

The following access rights are included with the PPM Essentials Demand Manager access group:

Idea - Approve - All

Lets you approve all ideas.

Type: Global

Idea - Edit - All

Lets you edit all ideas. The access right includes the Idea - View access and the ability to delete all ideas.

Type: Global

Idea - Edit Access Rights - All

Lets you edit the access rights for all ideas. The right does not include the Ideas - Navigate or Idea - View access.

Type: Global

Idea - Hierarchy - Parents - Add - All

Lets you add investments to the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - Edit - All

Lets you edit investments in the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - View - All

Lets you view investments in the Parent Hierarchy for any idea.

Type: Global

Idea - View - All

Lets you view all ideas. The right includes the Ideas - Navigate access.

Type: Global

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Timesheets - Navigate

Allows you to navigate to timesheet pages.

Type: Global

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

PPM Essentials Executive Group Access Rights

The following access rights are included with the PPM Essentials Executive access group:

Idea - Approve - All

Lets you approve all ideas.

Type: Global

Idea - Edit - All

Lets you edit all ideas. The access right includes the Idea - View access and the ability to delete all ideas.

Type: Global

Idea - Hierarchy - Parents - Edit - All

Lets you edit investments in the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - View - All

Lets you view investments in the Parent Hierarchy for any idea.

Type: Global

Idea - View - All

Lets you view all ideas. The right includes the Ideas - Navigate access.

Type: Global

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Resource - View - All

Allows users to view information, except the financial properties of all resources.

Type: Global

Resource - View Book - All

Allows users to view bookings for all resources.

Type: Global

Resource - View Financial - All

Allows users to view financial properties for all resources.

Required: Resource - Navigate right

Type: Global

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

Project - Risk, Issue, Change Request - View

Allows users to view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

PPM Essentials Idea Requestor Group Access Rights

The following access rights are included with the Idea Requestor access group:

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Timesheets - Navigate

Allows you to navigate to timesheet pages.

Type: Global

Page - View

Allows you to view a general page in CA Clarity PPM. This access is not required for instance pages, such as portfolio pages.

Type: Instance

Project - Risk, Issue, Change Request - View - All

Lets you view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

PPM Essentials Project Manager Group Access Rights

The following access rights are included with the PPM Essentials Project Manager access group:

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Project - Create

Allows you to create new projects and define the general properties.

Includes: Project - Create from Template right to create a project using a template.

Type: Global

Project - Create from Template

Allows you to create new projects using project templates.

Type: Global

Project - Risk, Issue, Change Request - Delete - All

Allows you to delete risks, issues, and change requests for all projects.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Project - Risk, Issue, Change Request - Edit - All

Allows you to create and edit risks, issues, and changes requests for any project.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Reports - Access

Allows you to access the reports pages if you have the Reports - Run - All access right or instance-level access rights such as Report - Run, Report - View Output or Report - Edit Properties.

Type: Global

Reports - Run - All

Allows you to run any report. This right also allows users to schedule, edit properties, and view the output of any report. The access is dependent on being granted Reports - Access right.

Type: Global

Reports - View Output - All

Allows you to view the output of any report. This right is dependent on being granted the Reports - Access access right.

Type: Global

Resource - External Access

Allows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management. Control user read/write access to data on these pages by setting the instance and global access rights for resources, projects, and requisitions.

Type: Global

Resource - Navigate

Allows users to access resource management pages.

Type: Global

Resource - Soft Book - All

Allows users to soft book any resource for investments to which they have view or edit rights.

Type: Global

Resource - View - All

Allows users to view information, except the financial properties of all resources.

Type: Global

Status Report - Create

Allows you to create status reports. This includes the page navigation access right.

Type: Global

Status Report - Edit All

Allows you to edit all status reports. This includes the page navigation access right.

Type: Global

Status Report - View All

Allows users to view all status reports. This right includes the page navigation access right.

Type: Global

Timesheets - Navigate

Allows you to navigate to the Timesheets list page. This page displays all of the timesheets to which you have access rights to view, edit, or approve.

Type: Global

Page - View

Allows you to view a general page in CA Clarity PPM. This access is not required for instance pages, such as portfolio pages.

Type: Instance

Project - Risk, Issue, Change Request - View - All

Lets you view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

PPM Essentials Resource Manager Group Access Rights

The following access rights are included with the PPM Essentials Resource Manager access group:

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Timesheets - Navigate

Allows you to navigate to the Timesheets list page. This page displays all of the timesheets to which you have access rights to view, edit, or approve.

Type: Global

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

Project - Attach Requisitions Resources

Lets you attach resources to requisition entries and includes adding, editing, proposing, or deleting resources from the request results page. The privilege lets users to change project statuses to "Proposed" and "Booked". This right includes the Project – View Requisitions access.

Type: Instance

Project - View

Lets you view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

Resource - Hard Book

Allows users to soft and hard book a specific resource for investments to which they have view or edit rights.

Type: Global

Resource - Soft Book

Allows users to soft book a specific resource or role to an investment.

Type: Instance

Resource - View

Allows users to view all of information for a specific resource, except for financial information.

Type: Instance

Resource - View Book

Allows users to view bookings for a specific resource.

Type: Instance

Resource - View Financial

Allows users to view general and financial information for a specific resource.

Required: Resource - Navigate right

Type: Instance

PPM Essentials Team Member Group Access Rights

The following access rights are included with the PPM Essentials Team Member access group:

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Project - View Tasks - All

Allows the user to view tasks and work breakdown structure for any project the user has been granted access.

Type: Global

Timesheets - Navigate

Allows you to navigate to timesheet pages.

Type: Global

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

Portfolio - View

Allows you to view a specific portfolio.

Required: Portfolio - Navigate to access the Portfolio Management menu.

Type: Instance

Project - Risk, Issue, Change Request - View - All

Lets you view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Lets you view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance